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Release Date: March 12, 2009
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L.214 Mutual Fund Shares1
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
| Description |
2004 |
2005 |
2006 |
2007 Q1 |
2007 Q2 |
2007 Q3 |
2007 Q4 |
2008 Q1 |
2008 Q2 |
2008 Q3 |
2008 Q4 |
Line |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds mutual fund shares liability | 5436.3 | 6048.9 | 7068.3 | 7328.7 | 7805.2 | 7989.3 | 7829.0 | 7336.4 | 7412.3 | 6614.3 | 5274.2 | 1 |
| Mutual funds mutual fund shares liability | 5436.3 | 6048.9 | 7068.3 | 7328.7 | 7805.2 | 7989.3 | 7829.0 | 7336.4 | 7412.3 | 6614.3 | 5274.2 | 2 |
| Households and nonprofit organizations mutual fund share holdings asset | 3417.4 | 3839.3 | 4410.1 | 4594.4 | 4885.8 | 4992.2 | 4873.4 | 4605.4 | 4685.1 | 4111.0 | 3254.1 | 3 |
| Nonfarm nonfinancial corporate business mutual fund shares asset | 140.5 | 156.3 | 204.0 | 209.7 | 222.0 | 228.1 | 224.8 | 211.1 | 211.6 | 192.9 | 159.6 | 4 |
| State and local governments, excluding employee retirement funds mutual fund share holdings asset | 27.5 | 29.6 | 32.5 | 32.9 | 33.6 | 34.1 | 34.5 | 34.4 | 36.7 | 31.8 | 27.5 | 5 |
| Rest of the world foreign residents/official net purchases of U.S. mutual fund shares asset | 195.8 | 242.0 | 294.1 | 304.3 | 323.5 | 331.2 | 324.5 | 304.1 | 307.3 | 274.2 | 218.6 | 6 |
| U.S.-chartered commercial banks mutual fund shares asset | 18.1 | 17.4 | 24.5 | 22.5 | 24.9 | 28.9 | 29.6 | 26.4 | 25.5 | 20.0 | 19.6 | 7 |
| Credit unions mutual fund share holdings asset | 3.1 | 2.2 | 2.1 | 2.2 | 1.9 | 1.9 | 2.1 | 2.4 | 2.4 | 2.0 | 2.0 | 8 |
| Property-casualty insurance companies mutual fund shares asset | 5.2 | 5.7 | 6.9 | 6.9 | 7.1 | 7.1 | 6.8 | 6.3 | 6.3 | 5.9 | 4.5 | 9 |
| Life insurance companies mutual fund share holdings asset | 114.4 | 109.0 | 148.8 | 159.0 | 174.4 | 185.2 | 188.4 | 181.9 | 187.8 | 181.6 | 159.4 | 10 |
| Private pension funds mutual fund share holdings asset (form 5500 data) | 1278.2 | 1399.0 | 1657.6 | 1706.7 | 1824.8 | 1873.2 | 1848.3 | 1698.8 | 1688.6 | 1558.5 | 1229.5 | 11 |
| State and local government employee retirement funds mutual fund shares asset | 235.9 | 248.4 | 287.7 | 290.0 | 307.1 | 307.5 | 296.6 | 265.4 | 260.9 | 236.3 | 199.2 | 12 |
FOOTNOTES
1. Shares of open-end investment companies; excludes shares of money market mutual funds, exchange-traded funds, and funding vehicles for variable annuities. Return to text
1. Shares of open-end investment companies; excludes shares of money market mutual funds, exchange-traded funds, and funding vehicles for variable annuities. Return to text
Release dates |
Coded tables |
Historical data
Current release |
Screen reader |
PDF (450 KB)